Why Financial Professionals Get Lost at Behemoth Broker-Dealers
As the pace of mergers & acquisitions in the broker-dealer space accelerates, many financial professionals are scrambling to figure out their next move. While some are happy to join a larger firm, many find they don’t have access to support they need to thrive.
Making the Dream a Reality: 4 Reasons to Go Independent
The COVID-19 pandemic accelerated a change that was already in motion within the financial advice industry. As financial professionals seek the ability to work more flexibly and serve their clients the way they feel best, they’re increasingly turning to independence.
Advisory Firms Call Themselves A Lot of Different Things: We Call Ourselves the Firm of the Future
Financial professionals are stuck between a broker-dealer rock and the hard reality of independence.
